Proliphix Remote Management Setup and User s Guide. Release 1.0

Transcription

1 Proliphix Remote Management Setup and User s Guide Release 1.0 May 2008

2 Copyright Beta Draft Confidential Copyright 2007 Proliphix, Inc. All Rights Reserved. The following are trademarks of Proliphix, Inc.: All other trademarks are the property of their respective owners. This document contains information that is the property of Proliphix, Inc. This document may not be copied, reproduced, reduced to any electronic medium or machine readable form, or otherwise duplicated, and the information herein may not be used, disseminated or otherwise disclosed, except with the prior written consent of Proliphix, Inc. ii Proliphix Remote Management Setup and User s Guide, Release 1.0

3 Beta Draft Confidential Software License Agreement License for Customer Use of Proliphix Software IMPORTANT NOTICE -- READ CAREFULLY: This License For Customer Use of PROLIPHIX Software ("LICENSE") is the agreement which governs use of the software of PROLIPHIX Corporation and its subsidiaries ("PROLIPHIX") downloadable herefrom, including computer software and associated printed materials ("SOFTWARE"). By downloading, installing, copying, or otherwise using the SOFTWARE, you agree to be bound by the terms of this LICENSE. If you do not agree to the terms of this LICENSE, do not download or run the SOFTWARE. RECITALS DEFINITIONS GRANT OF LICENSE Use of PROLIPHIX's products requires three elements: the SOFTWARE, a PROLIPHIX Thermostat, and a personal computer. The SOFTWARE is protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties. The SOFTWARE is not sold, and instead is only licensed for use, strictly in accordance with this document. The hardware is protected by various patents, and is sold, but this LICENSE does not cover that sale, since it may not necessarily be sold as a package with the SOFTWARE. This LICENSE sets forth the terms and conditions of the SOFTWARE LICENSE only. Customer. Customer means the entity or individual that downloads the SOFTWARE. Rights and Limitations of Grant. PROLIPHIX hereby grants Customer the following non-exclusive, non-transferable right to use the SOFTWARE, with the following limitations: Rights. Customer may install and use one copy of the SOFTWARE on a single computer, and except for making one back-up copy of the Software, may not otherwise copy the SOFTWARE. This LICENSE of SOFTWARE may be used concurrently on different computers. Limitations. No Reverse Engineering. Customer may not reverse engineer, decompile, or disassemble the SOFTWARE, nor attempt in any other manner to obtain the source code. No Separation of Components. The SOFTWARE is licensed as a single product. Its component parts may not be separated for use on more than one computer, nor otherwise used separately from the other parts. No Rental. Customer may not rent or lease the SOFTWARE to someone else. TERMINATION This LICENSE will automatically terminate if Customer fails to comply with any of the terms and conditions hereof. In such event, Customer must destroy all copies of the SOFTWARE and all of its component parts. Defensive Suspension. If Customer commences or participates in any legal proceeding against PROLIPHIX, then PROLIPHIX may, in its sole discretion, suspend or terminate all license grants and any other rights provided under this LICENSE during the pendency of such legal proceedings. COPYRIGHT APPLICABLE LAW All title and copyrights in and to the SOFTWARE (including but not limited to all images, photographs, animations, video, audio, music, text, and other information incorporated into the SOFTWARE), the accompanying printed materials, and any copies of the SOFTWARE, are owned by PROLIPHIX, or its suppliers. The SOFTWARE is protected by copyright laws and international treaty provisions. Accordingly, Customer is required to treat the SOFTWARE like any other copyrighted material, except as otherwise allowed pursuant to this LICENSE and that it may make one copy of the SOFTWARE solely for backup or archive purposes. This LICENSE shall be deemed to have been made in, and shall be construed pursuant to, the laws of the Commonwealth of Massachusetts. The United Nations Convention on Contracts for the International Sale of Goods is specifically disclaimed. Proliphix Remote Management Setup and User s Guide iii

4 Software License Agreement Beta Draft Confidential DISCLAIMER OF WARRANTIES AND LIMITATION ON LIABILITY No Warranties. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE SOFTWARE IS PROVIDED "AS IS" AND PROLIPHIX AND ITS SUPPLIERS DISCLAIM ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. No Liability for Consequential Damages. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL PROLIPHIX OR ITS SUPPLIERS BE LIABLE FOR ANY SPECIAL, INCIDENTAL, INDIRECT, OR CONSEQUENTIAL DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION, OR ANY OTHER PECUNIARY LOSS) ARISING OUT OF THE USE OF OR INABILITY TO USE THE SOFTWARE, EVEN IF PROLIPHIX HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OTHER If any provision of this LICENSE is inconsistent with, or cannot be fully enforced under, the law, such provision will be construed as limited to the extent necessary to be consistent with and fully enforceable under the law. This LICENSE is the final, complete and exclusive agreement between the parties relating to the subject matter hereof, and supersedes all prior or contemporaneous understandings and agreements relating to such subject matter, whether oral or written. This LICENSE may only be modified in writing signed by an authorized officer of PROLIPHIX. Customer agrees that it will not ship, transfer or export the SOFTWARE into any country, or use the SOFTWARE in any manner, prohibited by the United States Bureau of Export Administration or any export laws, restrictions or regulations. iv Proliphix Remote Management Setup and User s Guide

5 Beta Draft Confidential Contents Preface Audience ix Proliphix Documentation Library 6-x Conventions xi Technical Publications xii Technical Support xii Proliphix Welcomes Your Comments xiii Chapter 1 Chapter 2 Configuring Remote Management Product Registration 1-3 Configuring the Thermostat(s) 1-4 Configuring the Router and Port Forwarding 1-5 Connecting to Proliphix Devices on a local LAN Connection 1-6 Connecting to Proliphix Devices across an Internet (WAN) Connection Using a Non-Translating Requirement 1-10 Router Configuration Parameters 1-10 Proliphix Network Settings Configuration Parameters 1-10 Example of Basic Port Forwarding Setup with Non-Translating Requirements 1-11 Connecting to the Proliphix Thermostat Devices across an Internet (WAN) Connection Using a Translating Capable Router 1-12 Example of Port Forwarding Setup Using Two Network Address Translation (NAT) Routers 1-13 Using the Remote Management Interface Logging into the RMI 2-2 Understanding the RMI 2-4 Managing a Device 2-5 Configuring a Device 2-5 Viewing a Device s Statistics 2-6 Deleting a Device 2-6 Editing the Account Profile 2-7 Proliphix Remote Management Setup and User s Guide v

6 Contents Beta Draft Confidential vi Proliphix Remote Management Setup and User s Guide

7 Beta Draft Confidential Figures List of Figures Figure 1-1 Remote Management and Control 1-2 Figure 1-2 Configuration Using Default Port Forwarding 1-6 Figure 1-3 Web Page Using Default Port Forwarding 1-7 Figure 1-4 Configuration Using Port Forwarding with an Assigned Value 1-8 Figure 1-5 Web Page Using Port Forwarding with an Assigned Value 1-9 Figure 1-6 Port Forwarding with Non-Translating Requirements 1-11 Figure 1-7 Port Forwarding with Two NAT Routers 1-12 Figure 2-1 Proliphix Website 2-2 Figure 2-2 Remote Management Interface Login Window 2-2 Figure 2-3 Remote Management Window 2-3 Figure 2-4 TMI Window 2-5 Figure 2-5 RMI Login Window 2-6 Figure 2-6 Account Profile Window 2-7 Proliphix Remote Management Setup and User s Guide vii

8 Figures Beta Draft Confidential viii Proliphix Remote Management Setup and User s Guide

9 Beta Draft Confidential Preface Audience The Proliphix Remote Management Setup and User s Guide describes how to set up your network and manage your thermostat remotely. The Remote Management Setup and User s Guide is intended to be read by users who are NOT Authorized Proliphix Installers/Dealers. If you are an Authorized Proliphix Installer, refer to the Proliphix Installer Remote Management Guide. This guide is ONLY intended for end-users who have purchased their Proliphix Network Thermostats directly from an online retailer, through a catalogue distributor, or directly from Proliphix and wish to install the product and provision the Remote Management Service themselves. The user should have a good working knowledge of data networking principles. They should have had prior experience establishing a local area network in their home or office which would include connecting patch panels and switches, as well as configuring features on their firewall router. If you are uncomfortable with provisioning the Remote Management Service yourself, please contract with an authorized Proliphix Dealer to perform the configuration. If you would like information about where the closest Proliphix Authorized Dealer is located, please contact Proliphix at IPLIVING. For more information, see Technical Support (page -xii). Note If a VPN is used to access your thermostats remotely then they appear to reside on your local network. You therefore do not need to control them through the Proliphix Remote Management Service via the Proliphix website. However, notification due to alarm conditions will NOT be available with VPN use. Proliphix Remote Management Setup and User s Guide, Release 1.0 ix

10 Preface Beta Draft Confidential Proliphix Documentation Library The following documentation is available for Proliphix products. Software Release Notes ship with each product. For ordering information, see Technical Publications (page -xii). Proliphix Product Title Audience NT10e, NT20e, NT100e/h, NT120e/h, NT130e/h, NT150e/h, and NT160e/h EPA 20 and EPA 60 NT10e, NT20e, NT100e/h, NT120e/h, NT130e/h, NT150e/h, and NT160e/h TM220e/h and TM250e/h NT100e/h, NT120e/h, NT130e/h, NT150e/h, and NT160e/h NT10e and NT20e NT10e, NT20e, NT100e/h, NT120e/h, NT130e/h, NT150e/h, NT160e/h TM220e/h, and TM250e/h NT10e, NT20e, NT100e/h, NT120e/h, NT130e/h, NT150e/h, NT160e/h TM220e/h, and TM250e/h Proliphix Thermostat Installation Guide Proliphix Ethernet Power Adapter Installation Guide Proliphix Remote Management Setup and User s Guide Thermal Management Series Network Thermostat Configuration Guide (TM220e/h and TM250e/h) Professional Series Network Thermostat Configuration Guide (NT100e/h, NT120e/h, NT130e/h, NT150e/h, and NT160e/h) Basic Series Network Thermostat Configuration Guide (NT10e and NT20e) UniVista Installation Guide UniVista User s Guide For customers who want to install the Basic and Professional series thermostat. For customers who want to install the EPA-20 or EPA-60 Ethernet Power Adapter. For customers who want to remotely manage their thermostats through secure authentication at the Proliphix website. For customers who want to access and control their Proliphix Thermal Management series thermostat through either the Thermostat Device Interface or more specifically through the browser-based Thermostat Management Interface (TMI). For customers who want to access and control their Proliphix Professional series thermostat through either the Thermostat Device Interface or more specifically through the browser-based Thermostat Management Interface (TMI). For customers who want to access and control their Proliphix Basic series thermostat through either the Thermostat Device Interface or more specifically through the browser-based Thermostat Management Interface (TMI). For customers who want to install UniVista. For customers who want to manage their Proliphix devices remotely using UniVista. x Proliphix Remote Management Setup and User s Guide, Release 1.0

11 Beta Draft Confidential Preface Conventions This guide uses the following conventions, when applicable: Description Commands or keywords, file or path names Variable parameters for which you supply values Convention and Example Boldface font <courier italics> Options and arguments for which you supply values [ ] Information that the user must enter Screen messages or system output Selecting a menu item Book titles, new terms, and emphasized text Courier Bold font Courier Regular font Menu => Option Italics Note Additional information that may apply to the subject text. Proceed carefully to avoid possible equipment damage or data loss. Caution Proceed carefully to avoid possible personal injury. Warning Tip Provide helpful suggestions. Proliphix Remote Management Setup and User s Guide, Release 1.0 xi

12 Preface Beta Draft Confidential Technical Publications Customers can obtain product documentation on our website at Note Documentation is available for currently supported product releases. Documentation is available in Adobe PDF format. You can view PDFs online using the Adobe Reader 6.0 or later. To download the latest version of the Adobe Reader software from the Adobe website, click Technical Support Proliphix Technical Support provides technical support between the hours of 9:00 AM and 5:00 PM Eastern Time, Monday through Friday. Extended 7/24 contracts are available. When contacting Proliphix Technical Support, please have the following information available: Product model and serial number Type of heating/cooling system (for example, gas, oil, or electric; warm air, hot water, heat pump, steam or gravity) Location and number of wires attached to the Proliphix thermostat To contact Proliphix Technical Support: Proliphix, Inc Tadmuck Road, Suite 1 Westford, MA [email protected] Telephone support IPLIVING Fax: Attention Proliphix Technical Support xii Proliphix Remote Management Setup and User s Guide, Release 1.0

13 Beta Draft Confidential Preface Proliphix Welcomes Your Comments You can mail, , or fax your comments. Please include the document part number in the subject line of your or fax message. Fax: Attention Technical Publications Proliphix, Inc. Technical Publications 66 Tadmuck Road, Suite 1 Westford, MA Proliphix Remote Management Setup and User s Guide, Release 1.0 xiii

14 Preface Beta Draft Confidential xiv Proliphix Remote Management Setup and User s Guide, Release 1.0

15 Beta Draft Confidential Chapter 1 Configuring Remote Management The Proliphix Network Thermostats are designed specifically to communicate directly over the Internet using the Internet Protocol (IP). This capability allows the user to securely access, manage, and control their thermostats from anywhere in the world with the use of common web browser. To provide this Remote Management capability, Proliphix developed Remote Management Server Software running on a secure and highly reliable web server. This software intercommunicates with registered Proliphix Thermostats on a periodic interval to ensure that each thermostat is reachable by any web browser throughout the Internet. It also provides user authentication and IP address independence. Additionally, alarms and/or alerts detected at the thermostats are communicated immediately to the Proliphix Remote Management Server for processing. Notification of these alarms and exception conditions are then communicated to the user (or their agents) via to either their cell phones or standard accounts. Proliphix Remote Management Setup and User s Guide 1-1

16 CHAPTER 1: Configuring Remote Management Beta Draft Confidential Figure 1-1 displays what happens when a user logs onto the Proliphix website using a web browser. After the user is authenticated as a registered Proliphix thermostat owner, the server communicates to the thermostat to open a secure channel between the user s web browser and the desired thermostat. Communication between the user and the thermostat may then be invoked by the user through the Remote Management Graphical User Interface (GUI). The user simply clicks the links in the browser to access their thermostats with no knowledge of IP addressing. Figure 1-1 Remote Management and Control As an owner and end-user of the Proliphix Internet-enabled Network Thermostat, you may administer your personal Remote Management Service by first registering the product then configuring your thermostat(s) and router. Perform the following tasks in the order shown below: 1 Register the product. For information about registering the product, see Product Registration. 2 Configure the thermostat(s). For information about configuring the thermostat(s), see Configuring the Thermostat(s) (page 1-4). 3 Configuring the router and port forwarding. For information about configuring the router and port forwarding, see Configuring the Router and Port Forwarding (page 1-5). After you have completed the provisioning of your Remote Management Service for all of your thermostats, please consult the Proliphix Remote Management User Guide for instructions and details on managing your thermostats. 1-2 Proliphix Remote Management Setup and User s Guide

17 Beta Draft Confidential Product Registration Product Registration As a new owner and end-user of the Proliphix Internet-enabled thermostat, you must register with Proliphix so that an account can be established in your name. In addition, a unique Customer Identifier (ID) is administered to you and allows you to access your thermostat(s) over the Internet. Note You need to register only once with a single valid serial number retrieved from the Proliphix Network Thermostat device. All other thermostats will self identify themselves to the Proliphix Remote Management Server Software if the Proliphix assigned Customer ID is set in each one. To register the product: 1 Open a browser window. 2 Enter in the browser window. 3 Click Products. 4 Click Product Registration under Remote Managment. 5 Complete the form by filling in all the required fields. 6 Click Register Device. Proliphix generates an automatic reply immediately after receiving the registration information. The states confirmation of the account information and that an account will be established within 24 hours. After Proliphix establishes an account, an Account Confirmation is sent to the user with the following information: A unique Customer ID. An initial username. Note The default username is the Customer ID. An initial random password. Proliphix Remote Management Setup and User s Guide 1-3

18 CHAPTER 1: Configuring Remote Management Beta Draft Confidential Configuring the Thermostat(s) After you have registered your product and prior to configuring your router, you must set some basic parameters in your thermostat. To configure your thermostat: 1 Log in to the TMI (Thermostat Management Interface) as the Administrator. 2 Access the General Settings Page through the TMI. For information about accessing the General Settings Page through the TMI, see the appropriate Proliphix Network Thermostat Configuration Guide for your specific product. 3 Enter the Device Name. 4 Enter the Site Name. For example, enter the name or location of the property. 5 Click Submit. 6 Access the Network Settings Page through the TMI. 7 Set the IP Address Method to Static. 8 Enter a unique IP address, Subnet Mask, Gateway address, Inbound port number and HTTP port number. 9 Click Submit. Note For more information about configuring your thermostat, see the appropriate Proliphix Network Thermostat Configuration Guide for your specific product. 1-4 Proliphix Remote Management Setup and User s Guide

19 Beta Draft Confidential Configuring the Router and Port Forwarding Configuring the Router and Port Forwarding Port forwarding, also known as Virtual Server or Pinhole settings depending on your router/firewall manufacturer, is a feature that allows a port (or range of ports) to be opened and allow traffic to be passed to a specific device/ip address on your network. A port is a numbered field used to identify a connection between two devices trying to communicate with each other, for example, a numbered doorway into your network. As a user of Proliphix products, your ultimate goal is to access your Proliphix device s web server from anywhere outside of your local area network (LAN). Every website has a port with which it is associated and the most common port used is port 80. This is the default port for almost all commercial websites that you visit everyday. Internet browsers assume that the website you are going to is running on port 80, therefore making it convenient for you by not requiring you to specify port 80 as part of the web address. If a browser did require it then it would be the same address with an :80 at the end. For example is the same as If the value that the web server is running on is anything other than :80 then you need to specify it by appending the colon/port number after the address. Below are examples of this showing both an IP address and a URL website name: IP Address example: URL website name example: This information is important because each device must have a unique port number. Understanding how ports work helps you configure your router/firewall correctly to allow your traffic to reach the Proliphix thermostat s web server. If you are going to be using the Proliphix Remote Management Interface (RMI), there are two port settings within the thermostats that are affected: The Inbound Firewall Port (WAN side) The web Server HTTP Port (LAN side) The Inbound Firewall port (WAN) has only one function to perform, which is to set a port value that the thermostat uses to tell the Proliphix RMI what port to use when it tries to contact the thermostat. From the thermostat s perspective, the traffic is inbound from the RMI to the thermostat. The Web Server HTTP port (LAN) is the port that the web server within the thermostat is actually running on. Your browser must be able to access this port to retrieve web pages from the device. Proliphix Remote Management Setup and User s Guide 1-5

20 CHAPTER 1: Configuring Remote Management Beta Draft Confidential Connecting to Proliphix Devices on a local LAN Connection If you are on the same LAN as the thermostat and there are no firewall/routers involved or required then the Inbound Firewall Port is not affected because it only has an affect when you pass through a router or firewall. Therefore, when on the same LAN as the thermostat simply enter the IP address of the thermostat in your local PC s browser URL, for example to connect to the thermostat. Note Include the forwarding port in the IP address only if the HTTP port is something other than 80 (default forwarding port=80). Figure 1-2 displays the basic configuration necessary to connect to Proliphix devices on a local LAN connection. Figure 1-2 Configuration Using Default Port Forwarding Basic Local Ethernet Connectivity Diagram Accessing Proliphix Thermostats Using the Default Fowarding Port of 80 Ethernet X Proliphix UniVista Server : :80 Tstat1 Tstat2 Local PC Tstat1 Config IP Access Method: Static IP Address: Subnet Mask: Gateway: Firewall (Inbound Port): 8081 (has no effect since it s a local Ethernet connection) Web Server (HTTP port): 80 *Note: Tstat2 would be configured the same way except using it s own IP Address Proliphix Remote Management Setup and User s Guide

21 Beta Draft Confidential Configuring the Router and Port Forwarding Figure 1-3 displays how you must enter in your browser URL to access the thermostat because the forwarding port is using the default 80 port and therefore is not required after the IP address. Figure 1-3 Web Page Using Default Port Forwarding Proliphix Remote Management Setup and User s Guide 1-7

22 CHAPTER 1: Configuring Remote Management Beta Draft Confidential In Figure 1-4, the HTTP port is not set to the default port 80, therefore you have to use the assigned value, for example: port 8081, as part of the IP address to access the thermostat. Therefore, to access the thermostat you must enter in the browser URL. Figure 1-4 Configuration Using Port Forwarding with an Assigned Value Basic Local Ethernet Connectivity Diagram Accessing Proliphix Thermostats Using the Fowarding Port of 8081 Ethernet X : :8081 Tstat1 Tstat2 Proliphix UniVista Server Local PC Tstat1 Config IP Access Method: Static IP Address: Subnet Mask: Gateway: Firewall (Inbound Port): 8081 (has no effect since it s a local Ethernet connection) Web Server (HTTP port): 8081 *Note: Tstat2 would be configured the same way except using it s own IP Address Proliphix Remote Management Setup and User s Guide

23 Beta Draft Confidential Configuring the Router and Port Forwarding Figure 1-5 displays how you must enter to access the thermostat in your browser URL because the forwarding port is using the port forwarding number of 8081 and therefore required after the IP address. Figure 1-5 Web Page Using Port Forwarding with an Assigned Value The Port Forward rules states: When receiving incoming traffic on port X, forward it to the IP address of Y.Y.Y.Y and the destination port of Z. Where X is the Inbound Port set on the thermostat, Y.Y.Y.Y is the IP address of the thermostat on the LAN and Z is the HTTP port on the thermostat. Using Figure 1-5 above as an example, the traffic inbound on port 8081 would be forwarded to with a destination port of Proliphix Remote Management Setup and User s Guide 1-9

24 CHAPTER 1: Configuring Remote Management Beta Draft Confidential Connecting to Proliphix Devices across an Internet (WAN) Connection Using a Non-Translating Requirement The main goal is to get the web server HTTP port on the Proliphix devices to display the web pages for configuration and management capabilities. When you need to connect to the Proliphix devices across an Internet connection there are a few configuration parameters you need to consider to make these devices reachable. Therefore, there are two main configuration tasks you need to think about when configuring your network to reach Proliphix devices: Configuring your firewall/router parameters for IP and Port Forwarding connectivity Configuring the Proliphix devices for IP and Port Forwarding connectivity Router Configuration Parameters The following information must be configured on your router: Port Forwarding parameters IP address for Proliphix device Proliphix Network Settings Configuration Parameters The following information must be configured on your device: Addressing IP Address Method IP Address Subnet Mask Gateway Firewall Settings Inbound Port Web Server HTTP Port 1-10 Proliphix Remote Management Setup and User s Guide

25 Beta Draft Confidential Configuring the Router and Port Forwarding Figure 1-6 displays how an Internet connection is achieved using a non-translating requirement and is able to reach the Proliphix Remote Management Interface (RMI) to monitor and manage a Proliphix Thermostat device over a WAN (Internet) connection. Figure 1-6 Port Forwarding with Non-Translating Requirements Proliphix RMI Server :80 Port Forwarding with Non Translating Requirements WAN X DSL or Cable Modem (Single Ethernet port ) LinkSys Router Internal IP :8081 Ethernet X INTERNET (Bridging) LinkSys Router Port Forwarding Setup Non-Translate Requirement Example (Linksys DHCP Pool Range ) Router Port Forwarding Setup: Tstat1 IP: Start Range: 8081 End Range: 8081 Tstat2 IP: Start Range: 8082 End Range: Ethernet X Proliphix Thermostat Configuration Tstat1 Config: Set Tstat1 to a Static IP address: Set Firewall (Inbound - WAN) port to match router forwarding port rule : 8081 Set Web Server (HTTP port - LAN) port to match router forwarding port rule : 8081 Tstat2 Config: Set Tstat2 to a Static IP address: Set Firewall (Inbound - WAN) port to match router forwarding port rule : 8082 Set Web Server (HTTP port - LAN) port to match router forwarding port rule : : :8082 Tstat1 Tstat2 - Add Customer ID - Hit the Discover Now button to send configuration information to RMI Server Example of Basic Port Forwarding Setup with Non-Translating Requirements To setup forwarding with non-translating requirements: 1 Set up your Router with the following parameters: Tstat1 IP: Start Range: 8081 End Range: 8081 Tstat2 IP: Start Range: 8082 End Range: 8082 Note The Linksys is set up with Linksys DHCP Pool Range Configure your thermostats with the following parameters: a From the Network Settings page through the TMI, set the Tstat Static IP address as follows: Tstat1 to Static IP address: Tstat2 to Static IP address: Proliphix Remote Management Setup and User s Guide 1-11

26 CHAPTER 1: Configuring Remote Management Beta Draft Confidential b From the Network Settings page through the TMI, set the Firewall (Inbound - WAN) port to match router forwarding port rule as follows: c d e Tstat1 to forwarding port rule: 8081 Tstat2 to forwarding port rule: 8082 From the Network Settings page through the TMI, set the Web Server (HTTP port - LAN) port to match router forwarding port rule as follows: Tstat1 to forwarding port rule: 8081 Tstat2 to forwarding port rule: 8082 From Remote Access page on the TMI, enter your personal Proliphix supplied individual Customer ID for both Tstat1 and Tstat2. Click Discover Now on both Tstat1 and Tstat2 to send configuration information to RMI Server. Connecting to the Proliphix Thermostat Devices across an Internet (WAN) Connection Using a Translating Capable Router Similar to setting up your network configuration parameters for a non-translating requirement, Figure 1-7 is an example of how an internet connection may be achieved using Network Address Translation (NAT) capable routers. The routers are able to reach the Proliphix Remote Management Interface (RMI) to monitor and manage a Proliphix Thermostat device over a WAN (internet) connection. Figure 1-7 Port Forwarding with Two NAT Routers Proliphix RMI Server :80 Port Forwarding with Two Network Address Translation (NAT) Routers INTERNET WAN X Ethernet X (Bridging) NAT Router Port Forwarding Setup Example (DSL/Cable Modem NAT capable ) Router Port Forwarding Setup for Multiple Thermostats Set a Range of Ports to point to one Destination IP address Port Range Start Range: 8080 to End Range: 8086 Destination IP: (connecting Linksys Router) DSL or Cable Modem NAT capable (Multi Ethernet port ) X Linksys NAT Router Internal IP :80 Linksys NAT Router Port Forwarding Setup Example (Linksys NAT capable ) (Linksys DHCP Pool Range ) (Linksys Remote Management Port: 8080) Router Port Forwarding Setup: Tstat1 IP: Start Range: 8081 End Range: 8081 Tstat2 IP: Start Range: 8082 End Range: Ethernet X Proliphix Thermostat Configuration Tstat1 Config: Set Tstat1 to a Static IP address: Set Firewall (Inbound - WAN) port to match router forwarding port rule : Set Web Server (HTTP port - LAN) port to match router forwarding port rule : 8081 Tstat2 Config: Set Tstat2 to a Static IP address: Set Firewall (Inbound - WAN) port to match router forwarding port rule : Set Web Server (HTTP port - LAN) port to match router forwarding port rule : : :8082 Tstat1 Tstat2 - Add Customer ID - Hit the Discover Now button to send configuration information to RMI Server 1-12 Proliphix Remote Management Setup and User s Guide

27 Beta Draft Confidential Configuring the Router and Port Forwarding Example of Port Forwarding Setup Using Two Network Address Translation (NAT) Routers To setup forwarding using two NAT Routers: 1 Configure your NAT DSL/Cable Modem with the following parameters: Router Port Forwarding Setup for Multiple Thermostats Set a Range of Ports to point to one IP address Port Range - External (WAN): 8080 to Internal (LAN): 8086 Destination IP: (connecting Linksys Router) 2 Configure the Linksys NAT Router with the following Port Forwarding parameters: Note The Linksys is set up with Linksys DHCP Pool Range and Linksys Remote Management Port: Tstat1 IP: Start Range: 8081 End Range: 8081 Tstat2 IP: Start Range: 8082 End Range: Configure your thermostats with the following parameters: a From the Network Settings page through the TMI, set the Tstat Static IP address as follows: Tstat1 to Static IP address: Tstat2 to Static IP address: b From the Network Settings page through the TMI, set the Firewall (Inbound - WAN) port to match router forwarding port rule as follows: c d e Tstat1 to forwarding port rule: 8081 Tstat2 to forwarding port rule: 8082 From the Network Settings page through the TMI, set the Web Server (HTTP port - LAN) port to match router forwarding port rule as follows: Tstat1 to forwarding port rule: 8081 Tstat2 to forwarding port rule: 8082 From the Remote Access page through the TMI, enter your personal Proliphix supplied individual Customer ID for both Tstat1 and Tstat2. Click Discover Now on both Tstat1 and Tstat2 to send configuration information to RMI Server. Proliphix Remote Management Setup and User s Guide 1-13

28 CHAPTER 1: Configuring Remote Management Beta Draft Confidential The thermostat and Remote Management Server establish an initial connection and transfer relevant account information. Note This process may take up to 5 minutes Proliphix Remote Management Setup and User s Guide

29 Beta Draft Confidential Chapter 2 Using the Remote Management Interface After your thermostats have successfully connected with the Proliphix Server Software, you may access the Proliphix website at and use your Proliphix-assigned account information to manage your thermostat over the Internet using the Proliphix Remote Management Interface (RMI). This chapter discusses how to access and use the RMI. Specifically, it contains the following sections: Logging into the RMI (page 2-2) Understanding the RMI (page 2-4) Managing a Device (page 2-5) Editing the Account Profile (page 2-7) Proliphix Remote Management Setup and User s Guide 2-1

30 CHAPTER 2: Using the Remote Management Interface Logging into the RMI Beta Draft Confidential To access and log into the RMI: 1 Open a browser window. 2 Enter in the browser window. The main page of the Proliphix website appears. See Figure 2-1. Figure 2-1 Proliphix Website 3 From the main menu, click Customer Login. The Remote Management Interface window appears. See Figure 2-2. Figure 2-2 Remote Management Interface Login Window 2-2 Proliphix Remote Management Setup and User s Guide

31 Beta Draft Confidential Logging into the RMI Note Before you can access the RMI, you must have registered your device(s). If you have not registered your device(s), click Register and see Product Registration (page 1-3) for more information about registering your device(s). 4 Enter your Proliphix-assigned Username and Password to access your account. The Remote Management window appears and displays the device(s) associated with the account. See Figure 2-3. Figure 2-3 Remote Management Window Device Name Note If you are unaware of your username and/or password then contact your Authorized Proliphix Installer for more information. Note If you forget your password, click the word here. Enter your Username and click Get New Password. A new password is sent to the address with which the account is associated. Proliphix Remote Management Setup and User s Guide 2-3

32 CHAPTER 2: Using the Remote Management Interface Understanding the RMI Beta Draft Confidential The RMI displays information specific to each device. Table 2-1 describes each of the headings found on the RMI. Table 2-1 Device List Field Definitions Field Description Parameters Device Name Minimum Connectivity Alarm Device The name of the device. Displays the status of the device. Displays the type of alarm received by the thermostat. Used to perform specific actions on a device. Reachable - The thermostat is reachable for remote management and successfully intercommunicates with the Proliphix Remote Management Server Software. Note: If the device name is blue, the link is active and the TMI Status & Control (default) page for that thermostat is accessible. Firewalled - The thermostat is unreachable due to an existing firewall. The thermostat has successfully notified the server of its existence, but the Proliphix Remote Management Server Software is unable to respond to the thermostat because the user s firewall router is inhibiting access to the thermostat. Unreachable - The thermostat is unreachable. The Proliphix Remote Management Server Software is not receiving periodic messaging from the thermostat. It is likely that the thermostat and the Server Software maintained a connection at one time but now that connection has been lost. Green - There are no alarms pending. Red - There is a high severity level alarm, for example a Low Temperature alarm, is present. stats - Displays the device statistics. delete - Deletes the device. 2-4 Proliphix Remote Management Setup and User s Guide

33 Beta Draft Confidential Managing a Device Managing a Device Configuring a Device This section discusses how to manage a device using the RMI. Specifically, it contains the following sections: Configuring a Device (page 2-5) Viewing a Device s Statistics (page 2-6) Deleting a Device (page 2-6) To configure a device, click the device name. The Thermostat Management Interface (TMI) window appears (see Figure 2-4) and contains two components: the Remote Management header and the thermostat TMI, which is the same TMI used to manage the thermostat on the local network. Note In the Remote Management header, click View Devices to return back to the Device List window and continue viewing other thermostats. Figure 2-4 TMI Window View Devices Proliphix Remote Management Setup and User s Guide 2-5

34 CHAPTER 2: Using the Remote Management Interface Beta Draft Confidential Note For specific information about how to configure a device, see the Proliphix Network Thermostat Configuration Guide specific to your type of device. For more information, see the Proliphix Documentation Library (page -x). Viewing a Device s Statistics To view a device s statistics, click stats. The Device Statistics window appears (see Figure 2-5) and displays information specific to the device, for example: the device s serial number, the last know WAN IP address and port number, the last known discovery exchange, and the time the device was remotely managed. Figure 2-5 RMI Login Window Deleting a Device To delete a device, click delete. The device is removed from the device list. 2-6 Proliphix Remote Management Setup and User s Guide

35 Beta Draft Confidential Editing the Account Profile Editing the Account Profile You use the Account Profile window to change the account username and password, for example. You may also set up any combination of four or SMS (text message) addresses that are notified upon the occurrence of any device alarm or alert associated with your account. Note The SMS option is intended for cell phones equipped with text messaging capability. To edit the account profile: 1 Click Account Profile. The Client Profile window appears (see Figure 2-6) and displays the information specific to the account. Figure 2-6 Account Profile Window 2 Modify the fields, as necessary. 3 Click Update Profile to save the changes. Proliphix Remote Management Setup and User s Guide 2-7

36 CHAPTER 2: Using the Remote Management Interface Beta Draft Confidential 2-8 Proliphix Remote Management Setup and User s Guide